Client Account Services Senior Analyst

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

 

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits 
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). 

 

The impact you will have in this role:

Being a member of the Client Account Services Team, the Senior Analyst will play a leading role in key new member onboarding and account lifecycle activities. As one of the first DTCC team members to interact directly with potential new clients, the Senior Analyst will be responsible for delivering prompt and professional guidance to applicants as they navigate through the various risk and legal assessment phases of their application. Upon application approval, the Senior Analyst will lead critical processes that underpin the client account lifecycle including certain anti-money laundering (AML) and know-your-customer (KYC) validations, the addition of accounts, mergers and acquisitions, and retirements. In addition, the Client Account Services Senior Analyst will have a passion for client service, an eagerness to quickly learn and perform at a high level across a variety of complex processes, and the ability to manage risk and identify improvement opportunities.

 

Your Primary Responsibilities:

• Support onboarding of new accounts by managing required risk and legal documentation through DTCC’s Membership Application Portal
• Review and accept all new sales contracts and amendments/addendums to ensure company-wide compliance with established procedures
• Respond directly to certain applicant/client via various communication mediums (e.g., by phone, through CRM tool – Salesforce, etc.)
• Partner and coordinate with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet partner expectations
• Manage, update, and maintain data stored in DTCC’s systems (e.g., Masterfiles, etc.)
• Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes
• Compile reporting for use by internal partners, senior leadership, and auditors/regulators
• Support new product initiatives that intersect with client account onboarding and lifecycle processes
• Collaborate effectively to get things done, building and nurturing strong relationships with internal partners and clients
• Highly motivated self-started with a strong work ethic and driven focus on results

**NOTE: The Primary Responsibilities of this role are not limited to the details above. **

 

Qualifications:

• Minimum 2 years of related experience
• Bachelor's degree (preferred) or equivalent experience 

 

Talents Needed For Success: 

• Take personal accountability to drive work forward
• Present information clearly in writing and orally in small and larger group settings
• Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches
• Understand the needs of external clients, team members, and key internal partners across the organization

 

We offer top class training and development for you to be an asset in our organization!

 

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in t